← Back to
Please review our end-of-month report of all the things we worked on and managed for your business.
17.5 total hours worked
2.5 hours over our retainer amount
Last month, we fixed the missing PDF file links in Portal Submission emails and added Legacy MA Consulting partner’s details to the portal. There were issues with updating contact information automatically; these have been investigated and resolved. For new businesses, the auto-login problems were addressed, providing them with a smoother onboarding. We made improvements in portal accessibility for both NSM and non-NSM clients. In the Business Sold form, a repetitive question was removed, making submissions easier. Technical glitches, including a redirect issue connected to Renewal form, were sorted out. We ensured the Property form can only be submitted once all fields are filled. For better data management, we revised Zapier automation to direct New Applications and Renewals to a centralized Client sheet. We also added a Renewal link column in the Renewals sheet. The Youth Application form was reviewed, and missing fields were added to submission, while marking the rest as required. And importantly, we set up Aguard with A2P compliance via a provided Twilio link, ensuring we adhere to regulations.
We recommend moving to the new client system for following reasons:
- Simplified Customer Management: New system makes it easy to handle customer interactions and communications all in one place.
- Personalized Data Fields: Customize the system to capture and store the exact customer information you need for your sales processes.
- Time-saving Automation: Automate repetitive tasks like sending follow-up emails or assigning team responsibilities, freeing up more time for important work.
- Team Collaboration: Collaborate effortlessly with your team, sharing notes, updates, and working together on customer-related activities.
163 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 262 hours of work
→ We automated 7,847 tasks.
→ We found and fixed 9 bugs.
→ Completed quality assurance of every automation documented below each week.
51% new business conversion rate last month
↑ 11% from 1 month ago ↓ 7% from 2 months ago ↓6% all time average
91% renewals conversion rate last month
↑ 5% from 1 month ago ↑ 1% from 2 months ago ↓ 3% all time average
New Business conversion rate increased last month after a long time, we recommend looking at implementing our new client follow-up system to help you send even more persuasive messaging.
How easy was it to get started with AGuard?
29 total customer responses
→ 76% found it easy to get started
→ 24% found it average to get started
→ 0% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- Nothing. This was as simple and easy as it could be.
- Not raised my rates. Zero insurance claims and been with you 4 years straight.
- I felt that your team did an A++ job on answering all of my questions and making sure that I have the correct coverages for my niche and hard to explain small business. I have been looking to upgrade my insurance for awhile and could not find a brokerage or a company that I felt fully understood all the coverages I might need. I also have not experienced this level of communication from other insurance agencies that I have attempted to get quotes from before. I also liked that I worked with the same people to finalize everything. I felt comfortable asking questions and the replies were prompt and thorough. Big thank you for making this process as easy and pleasant as it possibly could be!
- Probably a meeting or consultation to go over the quote after it is sent. I don't speak insurance-ese. I had a friend who works in insurance go over it with me. Also the steps would mark as complete, then show they hadn't been completed after I did the next step in the confirmation process; that was just confusing.
- No. The process was simple and painless. Thanks for all that you do for gyms!
- The system has been a little finicky
- We can't think of anything at this time.
- Everything was easy and timely.
- This was great and everyone was easy to work with. Thank you
The ease to getting started increased from last month. The difficulty to get started is still equal to none like last time.
You have not setup our reviews automation. We can help your business gain more 5 star reviews on Google, Yelp, and Facebook to improve SEO, sign up, and overall authority! Reach out to us today to learn more about how we can get you more reviews without any extra work.
Site security and speed is up to date
- We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
- We updated all the plugins and themes that had any security updates available
We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.